Onboarding Must Haves

Laura Parker
Mar 2024

Embarking on a new job journey can be as thrilling as it is daunting for many. At the heart of transforming this experience from a nerve-wracking leap into a guided ascent is employee onboarding. This pivotal process is not just about paperwork and procedures; it’s the first step in building a strong, enduring relationship between the employee and the organization. By employing a meticulously crafted employee onboarding template and adhering to the best onboarding practices, businesses can ensure that new hires feel welcomed, valued, and prepared to embark on their new roles from day one.


Effective employee onboarding goes beyond mere orientation. It’s an immersive experience that encompasses understanding the company’s culture, values, and vision while aligning personal goals with organizational objectives. The stakes are high, as a well-executed onboarding process can dramatically increase employee engagement, productivity, and retention, marking the beginning of a mutually beneficial relationship between the employee and the company.


In this guide, we delve into the onboarding must haves, exploring the essential elements that make up a successful onboarding program. From the necessary documents and checklists to the emotional and social integration into the company, we’ll cover what it takes to not just onboard but to onboard effectively. Whether you’re a small business owner or part of a large corporation, understanding and implementing these practices can set the tone for a dynamic and thriving work environment.

Must Haves. What are the four elements of onboarding?

What is necessary for onboarding

For top employee onboarding programs, the journey from an external candidate to an integral team member is paved with strategic intentions, clear communication, and a supportive environment. Identifying what is necessary for this crucial phase requires a deep dive into the practices that distinguish good onboarding experiences from truly great ones.

  1. Comprehensive Preparation: At the heart of the most effective onboarding strategies. This isn’t merely about ensuring paperwork is in order; it’s about crafting a welcoming and informative first encounter with the organization. Top employee onboarding programs utilize a detailed employee onboarding template that serves as a blueprint for the entire process. This template spans the gamut from administrative essentials to an introduction to the tools and technologies that empower new hires to hit the ground running.
  2. Personal engagement: Plays a pivotal role in top-tier onboarding experiences. Beyond the mechanics of onboarding, it’s the warm welcome and genuine connections formed that often leave a lasting impression on new employees. This segment of onboarding is characterized by personalized introductions to team members, mentorship opportunities, and social integration activities, all designed to embed new hires into the fabric of the company culture from the get-go.
  3. Ongoing support: Is the cornerstone that sustains the initial momentum of the onboarding process. Top employee onboarding programs do not conclude after the first week or even the first month; they extend through regular check-ins, feedback loops, and developmental resources. This continuous layer of support signals an enduring investment in the employee’s growth and satisfaction within the company, fostering a sense of belonging and motivation.

What are the four elements of onboarding

In the blueprint of employee onboarding, four critical pillars stand out, pivotal for the scaffolding of top employee onboarding programs. These elements not only facilitate a smooth transition for new hires but also lay the groundwork for their future success within the company. 

  1. Compliance: Encompasses the initial phase where the onboarding document for new employees plays a crucial role. It is here that new hires are introduced to legal, policy, and ethical guidelines essential for their role. This document ensures that employees are well-informed about their responsibilities and the regulatory standards of their new environment, marking the first step in a comprehensive onboarding journey.
  2. Clarification: Leverages the onboarding document for new employees to delineate clear job roles, expectations, and performance metrics. This clarity is fundamental for aligning new hires with their responsibilities and the broader objectives of the organization, ensuring a mutual understanding of what success looks like in their new position.
  3. Culture: Imparted through the onboarding document for new employees by embedding the company’s values, mission, and ethos within its pages. This approach provides a narrative that helps new hires connect with the company beyond their job description, fostering a deeper sense of belonging and engagement with the organizational culture.
  4. Connection: Indirectly supported by the onboarding document for new employees as it acts as a springboard for interpersonal relationships and networking within the company. By outlining team structures, mentorship programs, and social opportunities, the document encourages new hires to engage and integrate with their colleagues, facilitating the building of a supportive community around them.

Incorporating the onboarding document for new employees into the fabric of these four elements enhances the effectiveness and comprehensiveness of top employee onboarding programs. By addressing Compliance, Clarification, Culture, and Connection through this critical document, organizations can ensure a holistic and engaging onboarding experience for every new hire.

What are the four elements of onboarding

What should be included in employee onboarding

The crux of designing top employee onboarding programs lies in understanding exactly what components should be included to foster a seamless transition and long-term success for new hires. An effective employee onboarding process is multifaceted, addressing not only the immediate needs of the new employee but also laying a foundation for their future growth and engagement within the company. Here are the essential “onboarding must haves” that every program should incorporate:

  1. Comprehensive Onboarding Process: At the forefront is a detailed employee onboarding process, which schedules activities and milestones for the first days, weeks, and months. This process should include orientations, training sessions, and one-on-one meetings with key team members and managers.
  2. Essential Tools and Resources: Providing new hires with the necessary tools and resources from day one is crucial. This includes access to software, equipment, and any other materials required for their role. Ensuring that the onboarding document for new employees lists these items guarantees that no critical tool is overlooked.
  3. Cultural Integration: An introduction to the company culture, values, and ethos is indispensable. Cultural integration can be facilitated through immersive experiences, storytelling, and participation in company events, helping new hires feel a part of the organization from the outset.
  4. Mentorship and Support Networks: Assigning a mentor or establishing support networks for new employees aids in navigating the initial phase of their journey. This connection is pivotal for building confidence and providing a go-to resource for questions and guidance.
  5. Feedback and Evaluation: Implementing a structured feedback mechanism within the onboarding process is vital. It allows for adjustments to be made in real-time, ensuring the onboarding experience is tailored to the individual’s needs and the company’s evolving practices.
  6. Career Development Paths: Illustrating potential career paths and development opportunities early on motivates new hires and shows a commitment to their growth within the organization. Highlighting these paths in the onboarding document for new employees can spark early engagement and goal setting.

By incorporating these elements into the onboarding process, organizations can create a robust framework that not only welcomes new employees but also integrates them into the company culture and prepares them for a successful career journey. These onboarding must haves are the building blocks of top employee onboarding programs, ensuring that every new hire has the support, resources, and direction needed from day one.

How do I get the best onboarding experience

Achieving the best onboarding experience is a testament to implementing best onboarding practices, which encompass a dynamic blend of customization, technology, and cultural immersion. Central to these practices is the utilization of an adaptable onboarding template that can be tailored to each new hire’s unique journey, ensuring that every individual feels personally valued and supported from day one.

  1. Customizable Onboarding Templates: The cornerstone of best onboarding practices involves having a flexible onboarding template. This template serves as a foundation, detailing the key components of the onboarding process but is designed to be customized for individual needs. beSlick’s platform enables organizations to craft such templates with ease, ensuring that each aspect of the onboarding experience can be adjusted to fit the specific requirements and learning styles of new hires.
  2. Leveraging Technology with beSlick: Incorporating technology into the onboarding process not only makes it more efficient but also more engaging. beSlick facilitates this by offering a suite of tools that can digitize onboarding materials, create interactive training modules, and provide real-time updates and feedback. This approach allows for a seamless integration of new employees into the organization, making essential resources readily accessible.
  3. Fostering a Welcoming Culture: Among best onboarding practices, fostering a welcoming company culture is paramount. Initiatives facilitated by beSlick, such as virtual meet-and-greets, online team-building exercises, and access to cultural orientation materials, can help new hires feel a part of the team from the outset.
  4. Feedback Loop and Continuous Improvement: A hallmark of the best onboarding experiences is the commitment to continuous improvement. beSlick’s platform offers mechanisms for gathering feedback from new hires on their onboarding experience, enabling organizations to refine and customize their approach further. This feedback loop ensures that onboarding practices remain top-notch and aligned with employee expectations.

By embracing these best onboarding practices and leveraging beSlick’s customizable onboarding templates and technology, organizations can significantly enhance the onboarding experience. This not only streamlines the process but ensures it is as engaging, informative, and welcoming as possible, setting the stage for long-term employee satisfaction and success.

    What companies excel at onboarding

    Exploring Companies with best onboarding practices offers a roadmap for developing an exceptional onboarding experience. These organizations, known for their innovative and employee-centered onboarding processes, serve as benchmarks for what effective onboarding looks like. By embracing strategies similar to these companies and utilizing platforms like beSlick for customization and efficiency, other businesses can aspire to achieve comparable onboarding success.

    1. Embracing Technology and Innovation: Companies with best onboarding practices harness the power of technology to create immersive and engaging onboarding experiences. Whether through virtual reality tours of the office or interactive e-learning platforms for essential training, these companies demonstrate how technology can transform the onboarding process. beSlick‘s capabilities align with this approach, offering tools that allow for the creation and management of interactive onboarding content.
    2. Personalization Through Customizable Templates: A key strategy among companies with best onboarding practices is the personalization of the onboarding experience. Utilizing customizable onboarding templates enables these companies to tailor the process to the individual needs of each new hire, ensuring a more meaningful and effective integration into the company. beSlick supports this personalization, providing a flexible platform for adapting onboarding materials to suit diverse roles, departments, and learning styles.
    3. Cultural Immersion and Inclusivity: The best onboarding experiences are characterized by a deep emphasis on cultural immersion. Companies with best onboarding practices invest in introducing new hires to the company’s values, mission, and community through well-structured programs that include mentorships, team-building activities, and open dialogues with leadership. The use of beSlick can enhance these efforts by organizing, tracking, and facilitating engagement and feedback, reinforcing a culture of welcoming and inclusion.
    4. Ongoing Support and Iterative Feedback: Beyond the initial onboarding phase, companies with best onboarding practices commit to providing continuous support and opportunities for new hires to offer feedback. This ongoing engagement, crucial for adjusting and improving the onboarding process over time, is made more manageable through platforms like beSlick, which enables the collection and analysis of feedback for ongoing program enhancements.

    By examining companies with best onboarding practices, it becomes evident that the integration of technology, customization, cultural immersion, and continuous support are indispensable for crafting an exemplary onboarding experience. Leveraging beSlick to adopt these practices allows organizations to not only welcome new hires more effectively but also to foster long-term engagement and growth.

    What are the elements of successful onboarding

    What is a successful onboarding program

    A successful onboarding program, exemplified by those considered best onboarding programs, is marked by its ability to seamlessly integrate new hires into the organizational fabric, fostering both immediate productivity and long-term engagement. The hallmarks of these best onboarding programs include comprehensive planning, personalized experiences, effective use of technology, and a strong emphasis on company culture and values. By understanding and implementing these key components, organizations can significantly enhance their onboarding processes.

    1. Comprehensive Planning: At the core of best onboarding programs is the meticulous planning that goes into each step of the onboarding process. This includes clear timelines, detailed checklists, and predefined goals for new hires to achieve during their onboarding journey. Tools like beSlick enable organizations to design and execute these plans with precision, ensuring a smooth transition for new employees.
    2. Personalized Experiences: Personalization is critical in making new hires feel valued and understood. Best onboarding programs tailor the onboarding experience to fit the unique needs and backgrounds of each employee, from customized learning paths to individual mentorship opportunities. beSlick’s platform facilitates this customization, allowing organizations to adapt their onboarding materials and strategies to each new hire’s specific situation.
    3. Effective Use of Technology: Leveraging technology is another hallmark of best onboarding programs. Digital platforms and tools not only streamline administrative tasks but also enhance the learning experience through interactive content and on-demand resources. beSlick’s capabilities in integrating various technologies into the onboarding process enable companies to offer an engaging and efficient onboarding experience.
    4. Emphasis on Company Culture and Values: Finally, embedding the company’s culture and values from the outset is a distinguishing feature of best onboarding programs. Through activities that promote cultural immersion and opportunities to engage with the company’s mission and values, new hires can quickly feel a sense of belonging and alignment with their new organization. beSlick supports these efforts by providing platforms for sharing cultural narratives and facilitating interactions that reinforce company values.

    In essence, best onboarding programs are those that offer a holistic and engaging introduction to the company, leveraging comprehensive planning, personalized experiences, technology, and a strong cultural foundation. By adopting these practices, organizations can ensure that their onboarding process not only prepares new hires for their roles but also integrates them into the company’s community, laying the groundwork for long-term success and satisfaction.

    What is employee onboarding

    Employee onboarding is a critical phase in the employee lifecycle, designed to transition new hires into productive and engaged members of the organization. Central to the success of this process is a well-structured onboarding checklist, which ensures that all essential steps are covered, from administrative setup to cultural integration. Best onboarding programs leverage this checklist not merely as a formality but as a foundation for a holistic onboarding experience.

    An effective onboarding checklist typically includes:

    1. Administrative Essentials: Ensuring all necessary paperwork is completed, accounts are set up, and access to required tools and systems is granted.
    2. Orientation Sessions: Introducing new hires to the company’s mission, values, and culture, helping them understand their role in the larger organizational context.
    3. Training and Development: Providing comprehensive training on job-specific tasks and general company policies, often utilizing innovative technologies to enhance learning engagement.
    4. Mentorship and Support: Assigning a mentor or buddy to offer guidance and support, facilitating a smoother transition and quicker integration into the team.
    5. Feedback Loops: Establishing mechanisms for new hires to provide feedback on their onboarding experience, allowing for continuous improvement of the onboarding process.

    The onboarding checklist is a dynamic tool within best onboarding programs, adapting to reflect the evolving needs of the organization and its new employees. By meticulously following this checklist, companies can ensure that every new hire receives a consistent and comprehensive introduction to the organization, laying the groundwork for a successful and rewarding employment journey.

    Through this revised lens, employee onboarding emerges not only as an initiation into the company but as an ongoing engagement strategy that nurtures new hires into long-term contributors. The onboarding checklist is instrumental in achieving this, serving as the roadmap for delivering an exceptional onboarding experience that resonates with the new hires’ professional and personal growth aspirations.

    What are the requirements for onboarding

    Employee onboarding serves as the crucial transition phase where new hires are assimilated into the organizational structure, culture, and workflow. Central to the effectiveness of best onboarding programs is the utilization of an employee onboarding template and an onboarding checklist, tools designed to streamline this complex process into manageable, organized steps.

    An employee onboarding template acts as a comprehensive framework that outlines the key activities, information sessions, and milestones for new hires. It serves as a customizable guide that can be adapted to the specific needs of different roles within the organization, ensuring that every new employee receives a tailored onboarding experience that addresses their unique position and responsibilities.

    The onboarding checklist, on the other hand, provides a detailed enumeration of tasks to be completed, documents to be signed, and training sessions to be attended during the onboarding period. This checklist ensures that no critical step is overlooked and that both the new hire and the organization can track progress throughout the onboarding journey.

    Incorporating these tools into employee onboarding facilitates:

    1. A Structured Welcome and Orientation: Utilizing the employee onboarding template, organizations can plan an engaging introduction to the company’s mission, culture, and values, helping new hires understand the broader context of their roles.
    2. Comprehensive Training and Development: The onboarding checklist aids in organizing job-specific training, policy education, and software tutorials, ensuring new employees are well-equipped to perform their duties.
    3. Mentorship and Support: Assigning mentors or buddies as part of the onboarding plan helps integrate new hires into their teams and the company culture, offering a go-to source for guidance and questions.
    4. Continuous Feedback: Both the template and checklist can include milestones for soliciting feedback from new hires, allowing for adjustments and improvements to the onboarding process based on their experiences.

    By leveraging an employee onboarding template and onboarding checklist, best onboarding programs ensure a thorough, engaging, and effective integration process. These tools not only help new hires feel prepared and welcomed but also contribute to long-term job satisfaction and retention, underscoring the strategic importance of a well-executed onboarding process.

      What are the four elements of onboarding

      As we’ve explored throughout this guide, effective employee onboarding is paramount for fostering a positive and productive workplace environment. By leveraging best onboarding practices, including the use of an employee onboarding template and an onboarding checklist, organizations can ensure a seamless transition for new hires, setting the stage for their success and long-term engagement. These tools not only simplify the onboarding process but also enhance the experience for both the new employee and the organization, contributing to higher retention rates, job satisfaction, and overall productivity.


      beSlick stands as a valuable ally in this endeavor, offering a platform that simplifies the creation and management of customized onboarding experiences. With its intuitive design and comprehensive features, beSlick empowers companies to implement best onboarding programs that align with their unique culture and goals, ensuring that every new hire feels welcomed, prepared, and motivated from their first day forward.


      Don’t let your onboarding process be a missed opportunity for building strong employee relationships and fostering a culture of success. Explore how beSlick can transform your onboarding experience, making it more efficient, engaging, and aligned with your organizational values. Visit our website to learn more and start creating an onboarding program that not only meets the needs of your new hires but also exceeds their expectations. Together, we can ensure that every new employee’s journey is a stepping stone to long-term achievement and satisfaction within your company.

      Need a better way to track team tasks & workflow?
      Need a better way to track team tasks & workflow?

      , Author of The Dirty Word and CEO at beSlick

      Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.